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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
301
BlackRock
New York
$23.8K +$23.8K +668 New
POIA
302
Pin Oak Investment Advisors
Texas
$23K – – –
SAM
303
Smartleaf Asset Management
Massachusetts
$20.5K +$19.5K +548 +1,890%
AssetMark Inc
304
AssetMark Inc
California
$20.2K +$20.2K +566 New
TSMHT
305
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$143 +4 +0.7%
WSFS
306
Wilmington Savings Fund Society
Delaware
$17.8K – – –
AWM
307
Avior Wealth Management
Nebraska
$17.7K – – –
KFI
308
Key Financial Inc
Pennsylvania
$15.2K – – –
SS
309
Sunbelt Securities
Texas
$14.9K +$4.63K +130 +45%
NSIM
310
North Star Investment Management
Illinois
$14.8K +$107 +3 +0.7%
US Bancorp
311
US Bancorp
Minnesota
$12.9K +$10.2K +287 +388%
CFD
312
Creative Financial Designs
Indiana
$12.1K +$1.32K +37 +12%
MFT
313
Moisand Fitzgerald Tamayo
Florida
$11.7K -$9.8K -275 -46%
RCM
314
Raleigh Capital Management
North Carolina
$11.2K +$71 +2 +0.6%
TC
315
Truvestments Capital
Florida
$10.7K +$10.7K +300 New
Citigroup
316
Citigroup
New York
$10.5K +$10.5K +295 New
SL
317
Salomon & Ludwin
Virginia
$9.8K – – –
BCWM
318
Bartlett & Co Wealth Management
Ohio
$8.91K – – –
FDCP
319
Foster Dykema Cabot & Partners
Massachusetts
$5.92K -$11.9K -334 -67%
FFA
320
Farther Finance Advisors
California
$5.76K +$71 +2 +1%
CJ
321
Caitlin John
Michigan
$5.67K – – –
NWWA
322
New Wave Wealth Advisors
Arkansas
$4.07K +$4.07K +114 New
CFP
323
Comprehensive Financial Planning
Pennsylvania
$3.78K +$3.78K +106 New
Q1WB
324
Quest 10 Wealth Builders
Virginia
$2.75K +$2.75K +77 New
AWM
325
AllSquare Wealth Management
New York
$2.67K – – –
11 12
13
14 15